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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Over 30 Years of Financial Experience
Education
Jim received his master’s degree in Taxation from Georgetown University, an MBA from the College of William & Mary, and a bachelor's degree from Cornell University.
Certifications
Jim is a Certified Public Accountant (CPA) and has also been awarded the Personal Financial Specialist (PFS) credential by the American Institute of Certified Public Accountants (AICPA), joining the elite group of financial professionals who have demonstrated advanced knowledge of tax, estate, retirement, investment and insurance planning.
Experience
For the last...
Ronald Appler (CRD# 2499039) is an Investment Advisor Representative working at Independent Financial Group, LLC in Sykesville, MD and has over 29 years of experience in the finance industry.
Richard Appling (CRD# 4697025) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Silver Spring, MD and has over 20 years of experience in the finance industry.
Keith Apton (CRD# 4492128) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Washington, DC and has over 22 years of experience in the finance industry.
John Aras (CRD# 1271914) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Annapolis, MD and has over 39 years of experience in the finance industry.
Paul Arbo (CRD# 725412) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Cabin John, MD and has over 32 years of experience in the finance industry.
James Arey Iii (CRD# 5007191) is an Investment Advisor Representative working at Primerica Advisors in Sykesville, MD and has over 16 years of experience in the finance industry.
Andrea Arias Turriago (CRD# 5533507) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Bethesda, MD and has over 14 years of experience in the finance industry.
Adam Ariosa (CRD# 5562432) is an Investment Advisor Representative working at Sfg Wealth Management in Towson, MD and has over 14 years of experience in the finance industry. Adam Ariosa has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
David B. Armstrong is President and Co-founder of Monument Wealth Management, a registered investment advisor (RIA) located in Old Town Alexandria. Founded in 2008, Monument is an independent financial advisory firm that helps accomplished entrepreneurs, executives, and other high-net-worth individuals transition to, and maintain, a life of long-term financial independence.
Recognized as by the Washington Business Journal as a Best Place to Work in DC every year since 2013, we share a unique culture and team-based perspective to creating solutions for our clients. Please see our videos and...
Gregory Armstrong (CRD# 4837579) is an Investment Advisor Representative working at Armstrong Dixon in Baltimore, MD and has over 18 years of experience in the finance industry. Gregory Armstrong has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.